Brigitta Hembrow-Gersey Cfp® Ssa™ Email & Phone Number

Certified Financial Planner® & Accredited SMSF Association Specialist Adviser (SSA™)I am passionate about helping clients explore and understand their options when planning for their future and engaging with their superannuation and investments. I am a firm believer of long-term investing with a focus on quality investments and have a strong interest in wealth accumulation and retirement strategies, both inside and outside of superannuation.In 2022, I was named as a winner of the Gwen Fletcher Memorial Award, “recognising the highest achiever in the Certified Financial Planner (CFP®) Certification Unit, with demonstrable dedication to providing high-quality financial advice”. My areas of specialty include:- Superannuation advice including government defined benefit schemes: helping clients navigate and understand the complex rules for their future.- SMSF advice: assisting clients comply with the strict rules to maximise the potential of their SMSF. - Retirement planning: planning and exploring options now for future peace of mind.- Intergenerational wealth & inheritance advice: working as family group to ensure the family legacy is looked after.- Investments and portfolio advice: making sure clients’ investments work towards their goals and are aligned with their individual preferences.- Helping clients rebuild financial confidence & independence following separation or the loss of a loved one.

Listed skills include Economics, Teamwork, Public Speaking, Microeconomics, and 12 others.